The Category Trend dialog box displays the performance of all the items in a portfolio in a certain category over time.
The Category Trend dialog box is comprised of the following features:
- Tool Bar: Contains the following options:
- Click
to export the Category Trend in CSV format, to be stored on your hard drive and viewed in Excel. For more information on exporting the Category Trend, refer to Exporting Category Trend. - Click
to print the Category Trend. - Click
to access the Category Wizard, where you can edit category properties. For more information on editing category properties, refer to Editing a Category in Working with Categories. - Click
to access the knowledge related to the category. - Click
to access the Help for Category Trend.
- Click
- Shown Dates: Displays the start and end dates of the time period over which you are viewing the Category Trend.
- Schedule: Displays the interval at which Category Trend data is analyzed.
- Options Button: Enables you to access the Category Trend Options dialog box where you determine the settings for viewing the portfolio's performance trend over time in the specified category. For more information on the Category Trend Options dialog box, refer to Defining Parameters for Category Trend.
- Title bar: Displays the name of the category and the name of the portfolio for which the performance trend is being viewed.
- Table: Displays the trend for the portfolio's performance in the selected category in the following format:
- The first column displays the selected portfolio and all its included items/portfolios, their status icons.
- The second column displays the aggregation of the values in subsequent columns according to the method chosen. For more information on determining the method of aggregation, refer to Aggregation Cell Menu.
- Subsequent columns display either the value or the indicators, or both, for the items' performance in the chosen category at specified intervals over a period of time. For more information on determining the time intervals for viewing performance, refer to Defining Parameters for Category Trend.